NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹92.33
-0.19%
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity infrastructure
equity
34.69%p.a.
Last 1Y
21.08%p.a.
Last 3Y
25.84%p.a.
Last 5Y
12.94%p.a.
Since Inception
About Aditya Birla Sun Life Infrastructure Plan A Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Infrastructure Plan A Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Equity - Infrastructure mutual fund scheme that predominantly invests in Equity - Infrastructure stocks of companies. Launched on Mar 2006, Aditya Birla Sun Life Infrastructure Plan A Growth is Equity - Infrastructure fund of its category with 1,194.79 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Infrastructure funds.
- Aditya Birla Sun Life Infrastructure Plan A Growth delivered 34.7% annual returns during the last year. It has delivered 12.9% average annual returns since the fund was launched.
- Aditya Birla Sun Life Infrastructure Plan A Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The scheme seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.
Top 10 Holdings
NTPC Ltd
6.42%
Larsen & Toubro Ltd
5.91%
Bharti Airtel Ltd
5.57%
Tega Industries Ltd
2.87%
Oil & Natural Gas Corp Ltd
2.77%
UltraTech Cement Ltd
2.63%
Kirloskar Pneumatic Co Ltd
2.30%
Power Mech Projects Ltd
2.25%
Sundaram Fasteners Ltd
2.12%
State Bank of India
2.04%
Fund Managers
- Mahesh Patil (Sep 2022 - Present)
- Jonas Bhutta (Sep 2022 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Infrastructure Plan A Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Aditya Birla Sun Life Infrastructure Plan A Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Infrastructure Plan A Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Infrastructure Plan A Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
ICICI Prudential Infrastructure Fund Growth
very high risk | equity
29.6%
DSP India T.I.G.E.R. Fund - Plan - Growth
very high risk | equity
28.1%
SBI Infrastructure Fund Growth
very high risk | equity
23.3%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved